Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,889 | $110,337-69.3% | $102,383-66.9% | $145,877-76.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 13.34% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,354 | $4,216-44.2% | $3,870-39.2% | $4,663-49.5% |
| Participant deferral / active EE | $5,437 | $5,621-3.3% | $5,060+7.5% | $6,691-18.7% |
| Admin fee / account holder | $2 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |